First Heartland Consultants’s FT Vest Buffered Allocation Growth ETF BUFG Stock Holding History

First Heartland Consultants’s Portfolio BUFG Stock Details BUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-20,191	Closed	-$363K	–	362
2022 Q4	$363K	Buy	20,191 +2,360	+13%	+$42.3K	0.06%	248
2022 Q3	$300	Sell	17,831 -9,731	-35%	-$178K	0.03%	257
2022 Q2	$486K	Buy	27,562 +14,339	+108%	+$266K	0.08%	193
2022 Q1	$262K	Buy	+13,223	New	+$259K	0.04%	280

Other funds holding BUFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PGWM

Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

First Heartland Consultants's BUFG Position: Q1 2023 in Review

First Heartland Consultants sold out of FT Vest Buffered Allocation Growth ETF (BUFG) in Q1 2023, closing a stake of 20,191 shares — an estimated $363K sold.

First Heartland Consultants first reported a position in BUFG in Q1 2022 and held it in 4 quarters. The position peaked at $486K in Q2 2022. 60 funds tracked by Wall St. Rank hold BUFG as of Q1 2023.

First Heartland Consultants reported no remaining FT Vest Buffered Allocation Growth ETF position as of Q1 2023 after selling out during the quarter.
First Heartland Consultants sold 20,191 FT Vest Buffered Allocation Growth ETF shares in Q1 2023, an estimated $363K.
First Heartland Consultants first reported a position in FT Vest Buffered Allocation Growth ETF in Q1 2022 and held it in 4 quarters.
First Heartland Consultants's FT Vest Buffered Allocation Growth ETF position peaked at $486K in Q2 2022.
60 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Growth ETF as of Q1 2023.

Based on First Heartland Consultants's 13F filing for Q1 2023, filed 17 Apr 2023.